Optimal Asset Management’s Hershey HSY Stock Holding History

Optimal Asset Management’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4.75M	Buy	28,050 +41	+0.1%	+$7.25K	0.59%	42
2021 Q2	$4.88M	Buy	28,009 +1	+0%	+$168	0.58%	42
2021 Q1	$4.43M	Sell	28,008 -14,200	-34%	-$2.14M	0.57%	47
2020 Q4	$6.43M	Sell	42,208 -11	-0%	-$1.63K	0.91%	11
2020 Q3	$6.05M	Buy	42,219 +162	+0.4%	+$23K	0.88%	10
2020 Q2	$5.45M	Sell	42,057 -48,162	-53%	-$6.48M	0.88%	10
2020 Q1	$12K	Buy	90,219 +48,005	+114%	+$7.08M	1.12%	4
2019 Q4	$6.21M	Buy	+42,214	New	+$6.26M	0.94%	5

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimal Asset Management's HSY Position: Q3 2021 in Review

Optimal Asset Management increased its Hershey (HSY) stake by 0.15% in Q3 2021, buying an estimated $7.25K and bringing the position to 28,050 shares worth $4.75M. The position accounts for 0.59% of the portfolio, ranked #42.

Optimal Asset Management first reported a position in HSY in Q4 2019 and has held it in 8 quarters since. The position peaked at $6.43M in Q4 2020. 1,037 funds tracked by Wall St. Rank hold HSY as of Q3 2021.

Optimal Asset Management held 28,050 shares of Hershey worth $4.75M as of Q3 2021.
Optimal Asset Management bought 41 Hershey shares in Q3 2021, an estimated $7.25K.
Hershey made up 0.59% of Optimal Asset Management's portfolio in Q3 2021, its #42 holding.
Optimal Asset Management first reported a position in Hershey in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Hershey position peaked at $6.43M in Q4 2020.
1,037 funds tracked by Wall St. Rank held Hershey as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.